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Tuesday 15 July 2025
US tariffs disrupt China's PCB expansion plans in Thailand
China has hit a roadblock in its printed circuit board (PCB) industry on its way to expand to Southeast Asia. Starting on August 1, 2025, the US will impose tariffs of up to 36% on goods from Thailand, which risks seriously impacting Thailand's manufacturing sector and upstream Chinese PCB operations in the country.
Tuesday 15 July 2025
Japan's JS Foundry files for bankruptcy following power chip strategy setbacks
JS Foundry, a Japanese contract manufacturer focused on power semiconductors, filed for bankruptcy with the Tokyo District Court on July 14, reporting liabilities of JPY16.1 billion (approx. US$110 million). The company's failure highlights increasing challenges faced by the global power semiconductor industry, where optimistic projections linked to electric vehicle (EV) demand have confronted difficult market conditions.
Monday 14 July 2025
Keysight sees AI chip boom driving verification market growth
Keysight Technologies expects AI and 6G networks to fuel structural growth in the semiconductor verification market that will outpace industry capital expenditure increases, according to a senior executive.
Monday 14 July 2025
Intel cuts jobs at Israel's Fab 28 as new CEO rethinks global footprint
Intel has initiated job cuts at its Fab 28 wafer fabrication plant in Kiryat Gat, Israel, marking the first time the facility—one of the chipmaker's three largest global manufacturing hubs—has been affected by broader company-wide downsizing. The move comes as new CEO Lip-Bu Tan accelerates efforts to streamline Intel's sprawling global operations and eliminate organizational inefficiencies.
Monday 14 July 2025
Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb

China–US trade fell 9.3% year-over-year in the first half of 2025, totaling CNY2.08 trillion (approx. US$290 billion), according to data released by the General Administration of Customs on July 14. Chinese exports to the US dropped 9.9% to CNY1.55 trillion, while imports from the US fell 7.7% to CNY530.35 billion during the same period.

Monday 14 July 2025
BOE pivots beyond displays to glass substrate packaging, perovskite solar
BOE Technology chairman Chen Yanshun revealed at the 2025 BOE Investor Day that the company will pivot toward glass substrate packaging and perovskite solar cell (PSC) technology as strategic growth drivers. The initiative targets high-value semiconductor backend processes and automotive electronics, aiming to diversify beyond BOE's maturing display business.
Monday 14 July 2025
Next-gen semiconductor push: SK Hynix prepares laser cutting overhaul for ultra-thin wafers

As the semiconductor industry pushes the boundaries of chip performance, manufacturing processes are being forced to adapt. In preparation for next-generation HBM4 and NAND flash memory exceeding 400 layers, SK Hynix is reportedly preparing to overhaul its wafer dicing technologies — a foundational step in semiconductor production that is becoming increasingly difficult due to thinning wafers.

Monday 14 July 2025
Unigroup's US$14 billion comeback: post-restructuring push spans chips, global reach, IPOs
On July 11, 2025, Tsinghua Unigroup marked three years since its strategic overhaul with a strong performance report highlighting its resurgence in China's high-tech sector. Over the period, the group generated more than CNY100 billion (approx. US$14 billion) in annual revenue for three straight years, filed over 30,000 patents (up 25%), and won the State Scientific and Technological Progress Award twice.
Monday 14 July 2025
Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem
MiPhi Semiconductors, a strategic joint venture between Micromax Informatics and Taiwan's Phison Electronics, is positioning itself as a key player in India's push for semiconductor self-reliance by focusing on AI-driven NAND storage solutions and intelligent computing infrastructure that are both designed and made in India.
Monday 14 July 2025
Weekly news roundup: China’s semiconductor setback, MediaTek gains on Qualcomm, and ongoing US-China chip tensions

Below are the most-read DIGITIMES Asia stories from July 7 to July 13, 2025. This week's top three highlights include China’s semiconductor ambitions facing setbacks as Jiangsu Advanced Memory Semiconductor cancels its restructuring amid investment delays. Meanwhile, MediaTek gains ground on Qualcomm in China’s premium smartphone market, signaling a notable industry shift. The US-China semiconductor standoff shows signs of tactical maneuvering, with both sides testing political and economic limits.

Monday 14 July 2025
India roundup: Apple taps Indian COO amid supply chain relocation
Apple named Indian Sabih Khan as the new COO as the firm accelerates sourcing components from India.
Monday 14 July 2025
Taiwan's CAEC surges 877% on chip industry battery demand
Taiwan's Changs Ascending Enterprise Co. (CAEC) posted June revenue of NT$48.6 million (approx. US$1.5 million), up 877% from a year earlier, as semiconductor manufacturers adopted its lithium iron phosphate battery systems for uninterrupted power supply applications.
Sunday 13 July 2025
Nvidia set to dethrone Intel as Israel’s top tech employer with massive AI campus
For decades, Intel has stood as Israel's most prominent private tech employer, bolstered by generous state subsidies and a deep-rooted presence that includes semiconductor fabs and IC design centers. The company contributes as much as 5.5% to Israel's annual exports, according to Intel's own reports, underscoring its weight in the local economy.
Saturday 12 July 2025
Japan's OSAT firms unite to cut costs and reclaim industry ground
Japan's outsourced semiconductor assembly and test (OSAT) industry, long composed of small, regional firms with limited resources, is making a rare push for collective strength. In April 2025, about 30 companies joined forces to launch the Japan OSAT Federation (J-OSAT)—the country's first official industry group aimed at reviving its struggling backend chip manufacturing segment.
Saturday 12 July 2025
Malaysia semiconductor sector squeezed as SuperSiC project highlights deepening China ties
Malaysia's role as a key node in the global semiconductor supply chain is drawing sharper scrutiny as it deepens industrial ties with China while facing mounting trade and export control pressures from the United States. The latest example is SuperSiC's new facility in Penang, launched by a subsidiary of China's JSG.
Saturday 12 July 2025
Exit of TSMC's star procurement VP raises industry eyebrows
Vanessa Lee, Vice President of Materials Management at Taiwan Semiconductor Manufacturing Co. (TSMC), has drawn industry attention with her unexpected resignation. One month after taking an extended leave, TSMC announced on July 11 that Lee has stepped down for personal reasons and will officially depart on July 13, 2025.
Friday 11 July 2025
AI boom offsets EV slump as Disco raises quarterly forecast
Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million), a slight 0.2% increase year-over-year. This revision overturns a previous forecast of a 30% profit decline and sets a new quarterly record.
Friday 11 July 2025
AI-powered NPU race spurs growth for test interface companies
As the global smartphone application processor market undergoes a major shift toward AI-driven performance, chip giants like MediaTek and Qualcomm are ramping up efforts to dominate the neural processing unit AI computing power playing field. This has triggered a series of upgrades in high-speed specifications, with semiconductor test interface companies such as WinWay Technology and Chunghwa Precision Test experiencing renewed growth momentum.
Friday 11 July 2025
How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration
The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.
Friday 11 July 2025
Samsung bets big on 2nm chips as foundry unit faces make-or-break moment

Samsung Electronics is placing a high-stakes bet on its 2nm chip manufacturing technology, as its foundry division works to reverse mounting losses and compete more effectively with global leader TSMC.

Friday 11 July 2025
Acter group hits new highs as global chip demand spurs growth
Acter Group, a leading Taiwanese provider of integrated electromechanical systems for cleanrooms, reported consolidated revenue of NT$3.82 billion (US$130 million) for June 2025, marking a 38% year-over-year increase. Second-quarter revenue reached NT$10.91 billion, up 27% from the previous quarter and 42% year-over-year. Cumulative revenue for the first half of 2025 totaled NT$19.46 billion — a 48% surge compared to the same period in 2024, setting new records for June, the second quarter, and the first half of the year.
Friday 11 July 2025
AI-fueled fab expansion propels Trusval Technology's record 1H25 revenue
Trusval Technology reported consolidated revenue of NT$670 million (approx. US$22.9 million) in June 2025, a 39% monthly and 136% annual increase. Benefitting from strong customer demand, their second quarter revenue reached NT$1.641 billion (approx. US$56.2 million), a quarterly increase of 21% and an annual increase of 108%. For the first half of 2025, consolidated revenue hit NT$2.996 billion (approx. US$102.6 million), a sharp 109% increase over the same period in 2024. The company set new all-time highs for revenues in June, the second quarter, and the first half of the year.
Friday 11 July 2025
Taiwan's talent crunch in the age of AI: Macronix's Miin Wu and Deputy Minister Benson Yeh on rewiring education and industry
As Taiwan rides the wave of the AI revolution—with booming exports of GPUs and AI servers—some experts say the country risks losing sight of deeper, long-term challenges.
Friday 11 July 2025
Malaysia's Penang eyes semiconductor upgrade as AI demand reshapes industry
Malaysia's Penang state, home to about 13% of global semiconductor assembly and testing capacity, is positioning itself to capture more advanced chip manufacturing as artificial intelligence (AI) drives demand for sophisticated packaging technologies.
Friday 11 July 2025
Tricorntech expands 2nm business to hit record 1H revenue
Tricorntech, a major supplier of advanced airborne molecular contamination (AMC) monitoring systems for semiconductor fabrication, reported June revenue of NT$35.43 million (approx. US$1.2 million), down 20.14% from the same period in 2024. However, the company has upgraded new products and expanded its consumer base, resulting in its cumulative revenue for the first half of 2025 reaching NT$217 million (approx. US$7.4 million), up 43.08% annually and marking a record high for the period.